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Lloyd Advisory Services’s McKesson MCK Stock Holding History

Lloyd Advisory Services’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.2K Sell
46
-1,359
-97% -$1.21M 0.01% 294
2025
Q4 		$1.15M Buy
+1,405
New +$1.15M 0.45% 37

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lloyd Advisory Services's MCK Position: Q1 2026 in Review

Lloyd Advisory Services reduced its McKesson (MCK) stake by 97% in Q1 2026, selling an estimated $1.21M and leaving 46 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #294.

Lloyd Advisory Services first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Lloyd Advisory Services held 46 shares of McKesson worth $40.2K as of Q1 2026.
  • Lloyd Advisory Services sold 1,359 McKesson shares in Q1 2026, an estimated $1.21M.
  • McKesson made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #294 holding.
  • Lloyd Advisory Services first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's McKesson position peaked at $1.15M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.